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- Introduction
- Setting up your account
 - Balance
 - Clusters
 - Concept drift
 - Coverage
 - Datasets
 - General fields
 - Labels (predictions, confidence levels, label hierarchy, and label sentiment)
 - Models
 - Streams
 - Model Rating
 - Projects
 - Precision
 - Recall
 - Annotated and unannotated messages
 - Extraction Fields
 - Sources
 - Taxonomies
 - Training
 - True and false positive and negative predictions
 - Validation
 - Messages
 
 - Access control and administration
 - Manage sources and datasets
- Understanding the data structure and permissions
 - Creating or deleting a data source in the GUI
 - Uploading a CSV file into a source
 - Preparing data for .CSV upload
 - Creating a dataset
 - Multilingual sources and datasets
 - Enabling sentiment on a dataset
 - Amending dataset settings
 - Deleting a message
 - Deleting a dataset
 - Exporting a dataset
 - Using Exchange integrations
 
 - Model training and maintenance
- Understanding labels, general fields, and metadata
 - Label hierarchy and best practices
 - Comparing analytics and automation use cases
 - Turning your objectives into labels
 - Overview of the model training process
 - Generative Annotation
 - Dastaset status
 - Model training and annotating best practice
 - Training with label sentiment analysis enabled
 
- Understanding data requirements
 - Train
 - Introduction to Refine
 - Precision and recall explained
 - Precision and Recall
 - How validation works
 - Understanding and improving model performance
 - Reasons for label low average precision
 - Training using Check label and Missed label
 - Training using Teach label (Refine)
 - Training using Search (Refine)
 - Understanding and increasing coverage
 - Improving Balance and using Rebalance
 - When to stop training your model
 
- Using general fields
 
 - Generative extraction
 - Using analytics and monitoring
 - Automations and Communications Mining™
 - Developer
- Uploading data
 - Downloading data
 - Exchange Integration with Azure service user
 - Exchange Integration with Azure Application Authentication
 - Exchange Integration with Azure Application Authentication and Graph
 - Fetching data for Tableau with Python
 - Elasticsearch integration
 - General field extraction
 - Self-hosted Exchange integration
 - UiPath® Automation Framework
 - UiPath® official activities
 
- How machines learn to understand words: a guide to embeddings in NLP
 - Prompt-based learning with Transformers
 - Efficient Transformers II: knowledge distillation & fine-tuning
 - Efficient Transformers I: attention mechanisms
 - Deep hierarchical unsupervised intent modelling: getting value without training data
 - Fixing annotating bias with Communications Mining™
 - Active learning: better ML models in less time
 - It's all in the numbers - assessing model performance with metrics
 - Why model validation is important
 - Comparing Communications Mining™ and Google AutoML for conversational data intelligence
 
 - Licensing
 - FAQs and more
 

Communications Mining user guide
Last updated Oct 20, 2025
A source refers to a raw collection of messages, which can grow over time. For example, a source could be all the responses collected from a survey, the emails in a team mailbox, the transcripts in a messaging channel, or all of the calls against a telephone number.
Sources are added to datasets in order to build a model to interpret and structure the messages within them.
Each source can be added to up to 10 different datasets.
You can add up to 20 sources to a dataset within the GUI of the platform.
Note: You should only add multiple sources to a dataset if they are of a similar type, and share a similar intended purpose, such
            as capturing customer feedback, or multiple email inboxes that service similar requests.
         
         
         To view all of the sources in your account, check Sources.